secwatch.observer — SEC 8-K summary
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Issuer:     Ulta Beauty, Inc. (ULTA)
CIK:        0001403568
Form:       8-K
Filed at:   2026-03-12T23:59:59+00:00
Accession:  0001104659-26-027061
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Ulta Beauty Q4 EPS $8.01, sales up 11.8%; guides FY26 EPS $28.05-$28.55
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- Q4 net sales $3.90B (+11.8% YoY); comparable sales +5.8%. Diluted EPS $8.01 vs $8.46 YoY.
- Fiscal 2025 net sales $12.39B (+9.7%); comp +5.4%; diluted EPS $25.64 (+1.2%).
- Q4 gross margin 38.1% (flat YoY); SG&A 25.7% of sales (+230 bps) due to strategic investments.
- FY2026 guidance: net sales growth 6-7%, comp +2.5-3.5%, diluted EPS $28.05-$28.55.
- Returned $890.5M via share repurchases in FY2025; $1.8B remains under $3.0B buyback program.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1403568/000110465926027061/0001104659-26-027061-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1403568/000110465926027061/ulta-20260312x8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-027061

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